Computación en la nube
La computación en la nube ofrece servidores, almacenamiento y software en alquiler, en lugar de vender hardware para que el cliente lo opere en sus propias instalaciones. Transformó el gasto en tecnología de un proyecto de inversión de capital en una factura mensual, y las plataformas que la alojan se han convertido en infraestructura crítica por derecho propio.
64 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 1976 |
GIM
Greylin Investment Management
Orange,
Virginia
| USD 36.9 M | +USD 6.63 M | 4 | 7.56% | Aumentadas |
|
| 1977 |
Fuller & Thaler Asset Management
San Mateo,
California
| USD 36.9 M | +USD 7.67 M | 5 | 0.24% | Aumentadas |
|
| 1978 |
John G. Ullman & Associates
Corning,
New York
| USD 36.9 M | -USD 657 k | 6 | 5.02% | Reducidas |
|
| 1979 |
Freshford Capital Management
Rye Brook,
New York
| USD 36.9 M | -USD 13.6 M | 1 | 5.26% | Reducidas |
|
| 1980 |
Hayek Kallen Investment Management
Fairhope,
Alabama
| USD 36.9 M | -USD 1.04 M | 5 | 16.81% | Reducidas |
|
| 1981 |
Trust Company of Kansas
Wichita,
Kansas
| USD 36.8 M | -USD 3.86 M | 5 | 21.03% | Reducidas |
|
| 1982 |
Toth Financial Advisory
Leesburg,
Virginia
| USD 36.8 M | -USD 1.75 M | 16 | 5.59% | Reducidas |
|
| 1983 |
Stewart Asset Management
New York
| USD 36.7 M | -USD 519 k | 4 | 19.21% | Reducidas |
|
| 1984 |
Chapman Investment Management
San Anselmo,
California
| USD 36.7 M | +USD 1.69 M | 3 | 19.04% | Aumentadas |
|
| 1985 |
PLFAM
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| USD 36.6 M | +USD 361 k | 6 | 11.85% | Aumentadas |
|
| 1986 |
GFG Capital
Miami,
Florida
| USD 36.6 M | +USD 238 k | 5 | 11.57% | Aumentadas |
|
| 1987 |
CAM
Centre Asset Management
New York
| USD 36.6 M | +USD 829 k | 3 | 18.96% | Aumentadas |
|
| 1988 |
BCA
Bray Capital Advisors
Naples,
Florida
| USD 36.6 M | -USD 167 k | 6 | 9.39% | Reducidas |
|
| 1989 |
Dividend Assets Capital
Ridgeland,
South Carolina
| USD 36.6 M | -USD 188 k | 8 | 7.36% | Reducidas |
|
| 1990 |
Berman Capital Advisors
Atlanta,
Georgia
| USD 36.5 M | +USD 6.05 M | 25 | 5.74% | Aumentadas |
|
| 1991 |
Princeton Global Asset Management
Princeton,
New Jersey
| USD 36.5 M | +USD 119 k | 9 | 11.12% | Aumentadas |
|
| 1992 |
Infusive Asset Management
New York
| USD 36.4 M | -USD 37.9 M | 2 | 7.75% | Reducidas |
|
| 1993 |
SC
Shellback Capital
Boston,
Massachusetts
| USD 36.4 M | +USD 5.05 M | 3 | 2.12% | Aumentadas |
|
| 1994 |
Principal Street Partners
Memphis,
Tennessee
| USD 36.4 M | +USD 1.91 M | 7 | 9.91% | Aumentadas |
|
| 1995 |
HIM
Hotaling Investment Management
Wayne,
Pennsylvania
| USD 36.2 M | +USD 251 k | 5 | 15.04% | Aumentadas |
|
| 1996 |
3G Capital Partners
New York
| USD 36.2 M | -USD 10.2 M | 3 | 7.87% | Reducidas |
|
| 1997 |
Decatur Capital Management
Decatur,
Georgia
| USD 36.1 M | -USD 43.9 M | 4 | 23.82% | Reducidas |
|
| 1998 |
VDBMI
Van Den Berg Management I
Austin,
Texas
| USD 36.1 M | +USD 390 k | 3 | 7.07% | Aumentadas |
|
| 1999 |
SWK
Stephen W. Kidder
| USD 36.1 M | -USD 1.4 M | 4 | 11.32% | Reducidas |
|
| 2000 |
ECM
EagleClaw Capital Management
Boston,
Massachusetts
| USD 36.1 M | +USD 957 k | 6 | 9.29% | Aumentadas |
|